A complete list of active advisors currently associated with Eckman Wealth Management, LLC

Warmer can help you find a great advisor at Eckman Wealth Management, LLC or one who fits your needs even better.

Eckman Wealth Management advises individual and high‑net‑worth clients, as well as charitable organizations and estates, providing discretionary investment management and financial planning services. The firm also facilitates estate‑planning services, offers tax‑planning and tax‑return preparation through an affiliated tax practice, and sells insurance products that clients may choose to use or source elsewhere. The firm follows a top‑down investment approach that emphasizes asset allocation as the primary driver of long‑term returns and implements portfolios mainly with exchange‑traded funds supplemented by individual securities, mutual funds, variable annuities and precious metals. Portfolios are managed on a primarily discretionary, low‑turnover, long‑term basis with quarterly monitoring, typical annual rebalancing, and the ability to adopt a defensive cash posture under extreme market conditions. Distinctive features include direct coordination of estate planning via an online platform and a relationship with a law firm, plus in‑house access to tax preparation through an affiliated enrolled‑agent practice — arrangements that clients are free to decline but that can create potential conflicts of interest. The brochure discloses prior state regulatory orders (2015–2016) related to supervisory deficiencies and notes the firm does not carry professional liability (errors‑and‑omissions) insurance.

To learn more about the advisors currently working at Eckman Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.